
The Perfect RIA Harmonizing with Your Ideal Assistant with Guest Theresa Summerlin
Oct 25, 2023
Micah discusses bringing on an assistant with Theresa Summerlin from Belay, emphasizing the importance of finding the right fit. They talk about the onboarding process, clear communication, delegation, and optimizing communication with virtual assistants.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 3min
Finding the Right Assistant and Its Impact on Quality of Life
03:06 • 2min
Building a Relationship with a New Assistant
05:11 • 7min
The Importance of Clear Communication and Delegation
11:58 • 5min
Preferences and Communication with a Virtual Assistant
17:19 • 11min
